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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 02-27-2009
- Office Locations
- 1
Office Locations
About 4TH River Financial Group, Inc.
4th River Financial Group is a fee-based, fiduciary advisory firm in Wexford, PA serving individuals and families planning for retirement, college funding and broader wealth goals, as well as business owners. The team builds and maintains asset-allocation models across a range of products, with portfolios largely implemented via ETFs, and provides ongoing review and adjustments. Custody includes Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LYNN MARY JOHNSON
Chief Financial Officer, Financial Advisor, Secretary, VICE PRESIDENT
- CRD
- #4493925
- Ownership
- 25% but less than 50%
CRAIG ALAN THOMPSON
Chief Executive Officer, Investment Advisor, President
- CRD
- #4429022
- Ownership
- 25% but less than 50%
Meridian alpha
Quantum capital
- CRD
- #79745
- Ownership
- 40.0%
Showing 2 of 3 owners & executives
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RONALD THEODORE SMITH
Financial Consultant
- CRD
- #2513452
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $66,604,030 | -- |
| Total | $66,604,030 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,604,030
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $333,841,455 | 32.8% |
| Equity - Exchange | $212,722,147 | 20.9% |
| Cash | $162,849,490 | 16.0% |
| U.S. Government/Agency | $308,396,222 | 30.3% |
| Total | $1,017,809,314 | 100.0% |